Cornerstone Retirement Group, Inc.
- SEC CIK
- 0001791803
- Latest filing
- Oct 26, 2023
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 22, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 3
- 0 vs. Q1 2022
- Portfolio value
- $349.4M
- −$183.1M (−34.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 468,677 | $180.1M | 51.5% | −121,646−20.6% | Reduced | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,080,870 | $110.6M | 31.6% | +378,537+53.9% | Added | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 534,059 | $58.8M | 16.8% | −1,293,879−70.8% | Reduced | – |